Manual Estimate Tool

You can create a manual estimate in Nexsyis for small cost pay items (only 1-2 line items), such as towing, storage, alignment, rental, or teardown. This is for Estimates you do not want to put in the Estimating system.

 

Tutorial: 

 

22 STEPS

1. You can utilize the Manual Estimate Tool in Nexsyis to estimates. This is recommended for total losses, storage, and tow bills.
Open the Estimates Tab.

Step 1 image

2. Click New Manual Estimate

Step 2 image

3. Click the Green Plus to add a line to the estimate.

Step 3 image

4. Open the Sales Code Dropdown

Step 4 image

5. Select the Sales Code type.
First, we will create a line for Teardown.

Click Body Labor

Step 5 image

6. Type in Teardown and Press Tab

Step 6 image

7. Type in 2.0 and Press Tab

Step 7 image

8. Type in 80.00 and Press Tab

Step 8 image

9. Click the Green Plus to add another line to the estimate.

Step 9 image

10. Click Towing

Step 10 image

11. Type in Tow Bill and Press Tab

Step 11 image

12. Type in 1.0 and Press Tab

Step 12 image

13. Type in the Tow Bill Amount 260.00 and Press Tab

Step 13 image

14. Click the Green Plus to add another line to the estimate.

Step 14 image

15. Click Storage

Step 15 image

16. Type in Storage and Press Tab

Step 16 image

17. Type in the amount of storage days - 6.0 and Press Tab

Step 17 image

18. Type in 75.00 ($75/day) and Press Tab

Step 18 image

19. Type in a memo if needed.
Type Total Loss Bill

Select the Payor: Insurance

Step 19 image

19b. Click

Step 19b image

20. Click Save

Step 20 image

21. Create a Work Order if needed.
Click Yes

Step 21 image

22. The Manual Estimate is now created.

Step 22 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2356181/Manual-Estimate-Tool

 

Creating a New Manual Estimate

From the Folder, Click the New Manual Estimate button.

 

1. At the top of the screen, indicate if the payor is Insurance or Customer. It will default to Customer. If you select Insurance, the Deductible box will become enabled. When you select Insurance, it will assume the entire estimate is due from the insurance company and will only reduce the insurance portion if there is an amount in the deductible field.  

2. Below the grid, click the green plus icon to add a new line. Fill in the Sales Code, Note, Quantity, Price and save. Enter additional lines as needed. 

 

Invoicing your Estimate

Like any estimate, Nexsyis will invoice the estimate automatically at delivery. To Invoice the estimate prior to delivery, open the Estimates tab and click the "Invoice Estimates" button.

 

© 2005 - 2025 ProProfs
light-box Image
-